School Finance Analyst for a Mission-Driven Organization

Area : New York, NY

Description : Our client is a well-known social enterprise that is committed to improving and aiding charter schools using a wide variety of operational and financial services. They are seeking a School Finance Analyst to, in partnership with the accounting team, help prepare monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for clients. 

This is an in-office position in New York City. 


- Serve as a point of contact for several charter schools with increasing client-facing responsibilities
- Create monthly presentations to clients’ boards
- Maintain charts of accounts, multi-year budgets, and other financial documentation (i.e., loan applications) for school clients
- Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies
- Analyze, model, and solve problems for clients on a wide range of business issues 
- Manage the ongoing forecast for clients, and support the annual budget development process


- Bachelors Degree, required
-1-5 years of work experience in a related field (i.e., education or finance)
-Strong communication and analytical skills
-Experience in client services or similar responsibilities internal to company
-Significant experience with Microsoft Excel, financial modeling, and/or forecasting
- Passion for education, required
- Knowledge of charter schools a major plus

Published : Aug 31, 2022

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